BUCKINGHAM CAPITAL MANAGEMENT INC
Q1 2014 13F-HR Holdings
Net value change ($000)
+90,989
(9.2%)
New positions
12
Sold out positions
12
Turnover %
19.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| Kate Spade & Co | 27,472 | NEW |
| AZO | 16,113 | NEW |
| SHOO | 12,672 | NEW |
| SBUX | 12,671 | 94.9% |
| HD | 12,241 | 126.7% |
| FHC Holdings Corp | 10,649 | NEW |
| AAPL | 10,439 | 186.1% |
| DG | 9,279 | 71.6% |
| WGO | 8,958 | 1631.7% |
| FINISH LINE INC | 8,127 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| FIFTH & PAC COS INC | -20,390 | -100.0% |
| Fairway Group Holdings Corp | -14,676 | -100.0% |
| EL | -11,803 | -100.0% |
| BBY | -10,389 | -100.0% |
| MEADWESTVACO | -8,949 | -100.0% |
| MICHAEL KORS HLDGS LTD | -8,619 | -24.6% |
| PVH | -8,535 | -22.7% |
| ZTS | -8,486 | -100.0% |
| RL | -7,025 | -35.3% |
| KSS | -6,901 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|